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How can I enable self-serve order management for my ticket buyers?

Ticket buyers will see a 'Manage tickets' button on your event page. Customise what they can do in 'Box office settings' > 'Self-serve'.

Written by Rhio

You can choose to let your buyers cancel, transfer and resend their own orders with self-serve order management. We offer a variety of options so that you can set up the perfect policies to give your ticket buyers flexibility whilst saving you a headache.

By default, your ticket buyers can view and resend their tickets from your event page, or a URL you can share via your website and social media.


How to set custom ticket buyer self-serve settings

  • Head to your Box office Settings.

  • Select Self-serve from the left-hand menu.

  • Use the checkboxes to adjust how you want ticket buyers to manage their tickets.

    • Ticket buyers will always be able to view their order confirmation.

  • You can choose to let your buyers:

    • View, print and resend their event/order confirmation and ticket codes.

    • Reschedule their tickets to another occurrence in the same recurring event.

      • You can limit this based on days before the event, and the value of the order.

      • They can reschedule multiple times if they need to.

    • Cancel and (optionally) refund their order.

      • You can choose what should happen to order payments (No refund, Refund to original payment method, or Refund via credit to voucher).

      • You can opt to keep your booking fees, transaction fees and donations when refunding, and limit this based on days before the event, and the value of the order.

      • If you choose Refund order payment via credit to voucher, you can set the voucher expiry date and whether you want to allow partial redemption.

      • If you allow cancellations to be available up until 1 day before the event, this is equivalent to 24 hours before the event start time.

How can ticket buyers manage their own tickets?

  • If you're using an event page, your ticket buyers can access their self-serve portal from the Manage tickets button.

  • You can also add a link to the self-serve customer portal on your website, or in other marketing, using your unique self-serve link at the top of the page.

A screenshot of the 'Manage tickets' popup from an event page. There is a field for the ticket buyer to enter the email address they used to make the booking, a Captcha section, a 'Get a secure login link' button, and a 'Contact the event organiser' link.

💡 Things to note

  • A customer cannot partially cancel/refund their order via self-serve. For example, if they want to cancel or move just 1 ticket in an order, they will need to contact you.

  • When orders are 'pending', a customer won't be able to manage their order, but they'll be able to resend their event confirmation email.

  • If you edit the order confirmation, ticket buyers will see the updated event confirmation (which you can see in your dashboard), not the confirmation initially sent with their order.

  • You can't remove the Manage tickets button from your event page or the Need help, or lost your tickets? link to self-serve from your widget.

  • If an order contains voided items, ticket buyers will see a Void label displayed next to the item in their order details.

  • If you disable the View and print permission, ticket buyers won't see ticket codes when viewing their tickets. This keeps their barcodes private until you're ready to share them.

Notes about order rescheduling

  • If you're running one-off events or have a lot of different events in your box office, your buyers will need to cancel their ticket in self-serve and then rebook themselves to reschedule their tickets. Orders can only be directly rescheduled within a recurring event.

  • If you're running recurring events, you can enable buyers to reschedule an order to another occurrence, as long as the new booking is the same value as their original booking.

Self-serve order rescheduling won't work for:

  • Orders with pending payment.

  • Orders where the reschedule deadline has passed.

  • Cancelled orders.

  • Recurring events using seating charts.

  • Occurrences with overrides.

  • Orders with a mix of tickets and products, where the product's fulfilment method is not a QR code (this includes 'Other' and 'Issue a membership').

  • Orders which only consist of products.

  • Orders where the deadline for rescheduling has passed.

In the above cases, your ticket buyers will need to contact you to reschedule their orders. Learn how to manage customer orders here.

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